Logos Global Management LP
San Francisco CA · SEC CIK 0001792126
$23.23亿2026Q2 申报市值
68持仓数
48.3%前十大占比 · 第一大 9.6%
23 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BNTX 新建仓+$9,444.58万
VERA 新建仓+$9,440.20万
CLDX 加仓+$6,139.65万
ABVX 加仓+$4,650.77万
DNTH 加仓+$3,899.20万
2026Q2 卖出最多 按季末市值估算
RVMD 减仓-$2.43亿
CENTESSA PHARMAC 清仓-$8,440.50万
TERNS PHARMACEUT 清仓-$7,908.00万
CYTK 清仓-$5,767.12万
UTHR 清仓-$4,743.84万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ERAS | ERASCA INC | $2.23亿 | 9.58% | 12,150,000 | 1,000,000 | 9.0% | $1,832.00万 | 加仓 |
| ABVX | ABIVAX SA | $1.36亿 | 5.87% | 1,024,000 | 349,000 | 51.7% | $4,650.77万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.31亿 | 5.64% | 700,000 | -1,300,000 | -65.0% | -$2.43亿 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $1.12亿 | 4.81% | 3,000,000 | -450,000 | -13.0% | -$1,677.15万 | 减仓 |
| BNTX | BIONTECH SE | $9,444.58万 | 4.07% | 1,015,000 | 1,015,000 | — | $9,444.58万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $9,440.20万 | 4.06% | 2,200,000 | 2,200,000 | — | $9,440.20万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $8,909.10万 | 3.84% | 2,850,000 | -150,000 | -5.0% | -$468.90万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $8,704.54万 | 3.75% | 260,000 | -25,000 | -8.8% | -$836.98万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $7,814.10万 | 3.36% | 2,100,000 | 1,650,000 | 366.7% | $6,139.65万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $7,798.40万 | 3.36% | 800,000 | 400,000 | 100.0% | $3,899.20万 | 加仓 |
| CGON | CG ONCOLOGY INC | $7,105.00万 | 3.06% | 1,000,000 | 425,000 | 73.9% | $3,019.62万 | 加仓 |
| IRON | DISC MEDICINE INC | $6,399.75万 | 2.76% | 875,000 | 315,000 | 56.2% | $2,303.91万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $5,774.04万 | 2.49% | 1,935,000 | 700,000 | 56.7% | $2,088.80万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $5,663.55万 | 2.44% | 2,550,000 | 1,150,000 | 82.1% | $2,554.15万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $5,208.23万 | 2.24% | 2,675,000 | 1,175,000 | 78.3% | $2,287.72万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $5,204.60万 | 2.24% | 5,300,000 | 1,450,000 | 37.7% | $1,423.90万 | 加仓 |
| DSGN | DESIGN THERAPEUTICS INC | $4,341.00万 | 1.87% | 3,000,000 | 1,050,000 | 53.8% | $1,519.35万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $4,014.30万 | 1.73% | 3,208,875 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $3,849.62万 | 1.66% | 250,000 | 250,000 | — | $3,849.62万 | 新建仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $3,542.53万 | 1.53% | 5,425,000 | 5,425,000 | — | $3,542.53万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $3,506.20万 | 1.51% | 1,880,000 | -520,000 | -21.7% | -$969.80万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $3,483.00万 | 1.50% | 900,000 | 900,000 | — | $3,483.00万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $3,474.00万 | 1.50% | 1,000,000 | 650,000 | 185.7% | $2,258.10万 | 加仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $3,420.00万 | 1.47% | 1,900,000 | 1,417,500 | 293.8% | $2,551.50万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $3,183.75万 | 1.37% | 2,250,000 | 2,250,000 | — | $3,183.75万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,832.90万 | 1.22% | 1,050,000 | 1,050,000 | — | $2,832.90万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $2,767.50万 | 1.19% | 2,500,000 | 2,500,000 | — | $2,767.50万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,716.20万 | 1.17% | 450,000 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $2,683.50万 | 1.16% | 500,000 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $2,562.24万 | 1.10% | 665,000 | -410,000 | -38.1% | -$1,579.73万 | 减仓 |
| JBIO | JADE BIOSCIENCES INC | $2,499.75万 | 1.08% | 1,125,000 | 725,000 | 181.2% | $1,610.95万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,359.88万 | 1.02% | 465,000 | -75,000 | -13.9% | -$380.62万 | 减仓 |
| MANE | VERADERMICS INC | $2,212.92万 | 0.95% | 180,000 | 155,000 | 620.0% | $1,905.57万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $2,125.20万 | 0.91% | 1,150,000 | 850,000 | 283.3% | $1,570.80万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $2,003.95万 | 0.86% | 650,000 | -550,000 | -45.8% | -$1,695.65万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $1,966.95万 | 0.85% | 1,350,000 | 1,350,000 | — | $1,966.95万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $1,905.00万 | 0.82% | 600,000 | -900,000 | -60.0% | -$2,857.50万 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC | $1,898.62万 | 0.82% | 585,000 | -330,000 | -36.1% | -$1,071.02万 | 减仓 |
| NERV | MINERVA NEUROSCIENCES INC | $1,825.27万 | 0.79% | 3,288,777 | 73,777 | 2.3% | $40.95万 | 加仓 |
| FTH | FAETH THERAPEUTICS INC | $1,805.05万 | 0.78% | 722,020 | 692,020 | 2,306.7% | $1,730.05万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $1,636.20万 | 0.70% | 300,000 | 300,000 | — | $1,636.20万 | 新建仓 |
| DBVT | DBV TECHNOLOGIES S A | $1,500.60万 | 0.65% | 915,000 | 890,000 | 3,560.0% | $1,459.60万 | 重新持有 |
| PBLS | PARABILIS MEDICINES INC | $1,436.92万 | 0.62% | 525,000 | 525,000 | — | $1,436.92万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,387.88万 | 0.60% | 125,000 | -325,000 | -72.2% | -$3,608.47万 | 减仓 |
| VOR | VOR BIOPHARMA INC | $1,196.65万 | 0.52% | 650,000 | -100,000 | -13.3% | -$184.10万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1,100.00万 | 0.47% | 200,000 | 200,000 | — | $1,100.00万 | 新建仓 |
| IMMX | IMMIX BIOPHARMA INC | $1,031.00万 | 0.44% | 1,000,000 | -225,000 | -18.4% | -$231.97万 | 减仓 |
| QTTB | Q32 BIO INC | $1,019.20万 | 0.44% | 800,000 | 800,000 | — | $1,019.20万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $976.17万 | 0.42% | 521,736 | 521,736 | — | $976.17万 | 新建仓 |
| ANNX | ANNEXON INC | $856.50万 | 0.37% | 1,500,000 | 1,500,000 | — | $856.50万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $719.93万 | 0.31% | 2,222,000 | 2,222,000 | — | $719.93万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $654.85万 | 0.28% | 350,000 | -400,000 | -53.3% | -$748.40万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $632.50万 | 0.27% | 250,000 | -500,000 | -66.7% | -$1,265.00万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $628.60万 | 0.27% | 350,000 | -350,000 | -50.0% | -$628.60万 | 减仓 |
| — | CYBIN INC | $495.75万 | 0.21% | 750,000 | 750,000 | — | $495.75万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC | $439.52万 | 0.19% | 963,855 | 963,855 | — | $439.52万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $436.50万 | 0.19% | 300,000 | -325,000 | -52.0% | -$472.88万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $376.32万 | 0.16% | 80,000 | 80,000 | — | $376.32万 | 新建仓 |
| — | UNICYCIVE THERAPEUTICS INC | $222.10万 | 0.10% | 473,563 | 0 | 0.0% | — | 不变 |
| — | PALATIN TECHNOLOGIES INC | $140.27万 | 0.06% | 130,000 | -10,000 | -7.1% | -$10.79万 | 减仓 |
| QURE | UNIQURE NV | $138.18万 | 0.06% | 30,000 | -645,000 | -95.6% | -$2,970.87万 | 重新持有 |
| — | JATT II ACQUISITION CORP | $113.60万 | 0.05% | 100,000 | 100,000 | — | $113.60万 | 新建仓 |
| — | RESEARCH ALLIANCE CORP III | $107.00万 | 0.05% | 100,000 | 100,000 | — | $107.00万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $105.80万 | 0.05% | 200,000 | -300,000 | -60.0% | -$158.70万 | 减仓 |
| — | LONGEVERON INC | $90.48万 | 0.04% | 1,287,000 | 1,287,000 | — | $90.48万 | 新建仓 |
| — | FRACTYL HEALTH INC | $79.44万 | 0.03% | 1,000,000 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $78.86万 | 0.03% | 23,548 | 0 | 0.0% | — | 不变 |
| — | AMANAT ACQUISITION CORP | $50.80万 | 0.02% | 50,000 | 50,000 | — | $50.80万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -2,125,000 | -100.0% | -$8,440.50万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$7,908.00万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -875,000 | -100.0% | -$5,767.12万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -80,000 | -100.0% | -$4,743.84万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -85,000 | -100.0% | -$4,449.49万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$3,666.60万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -850,000 | -100.0% | -$3,255.50万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$2,636.00万 | 清仓 |
| ELVN | ENLIVEN THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,960.00万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -600,000 | -100.0% | -$1,920.60万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,847.60万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,743.30万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -3,150,000 | -100.0% | -$1,666.35万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,493.00万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,390.00万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$1,237.60万 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -950,000 | -100.0% | -$1,203.65万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$837.00万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -450,000 | -100.0% | -$658.35万 | 清仓 |
| MGTX | MEIRAGTX HLDGS PLC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$606.20万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$530.00万 | 清仓 |
| — | IBIO INC | $0 | 0.00% | 0 | -1,300,000 | -100.0% | -$247.00万 | 清仓 |
| PHVS | PHARVARIS N V | $0 | 0.00% | 0 | -65,000 | -100.0% | -$183.62万 | 清仓 |